Somerset Community Development District

Landowner Election and Board of Supervisors’ Regular Meeting November 9, 2020

District Office:
120 Richard Jackson Blvd, Suite 220 Panama City Beach, Florida 32407 850-334-9055

SOMERSET COMMUNITY DEVELOPMENT DISTRICT AGENDA

Rizzetta & Company, Inc., 120 Richard Jackson Boulevard, Suite 220, Panama City Beach, FL 32407

District Board of Supervisors	Andrew O’Connell	Chairman	
	John Rosenberg	Vice Chairman	
	George Hartley	Assistant Secretary	
	Tonya Pippin	Assistant Secretary	

District Manager	Kimberly O’Mera	Rizzetta & Company, Inc	
District Counsel	Tucker Mackie	Hopping Green & Sams, P.A.	
District Engineer	Jim Martelli	Innerlight Engineering	

All cellular phones must be placed on mute while in the meeting room.

The Audience Comment portion of the agenda is where individuals may make comments on matters that concern the District. Individuals are limited to a total of three
minutes to make comments during this time.

Pursuant to provisions of the Americans with Disabilities Act, any person requiring special accommodations to participate in this meeting/hearing/workshop is asked to advise the District Office at least forty-eight (48) hours before the meeting/hearing/workshop by contacting the District Manager at (850) 334-9055. If you are hearing or speech impaired, please contact the Florida Relay Service by dialing 7-1- 1, or 1-800-955-8771 (TTY)1-800-955-8770 (Voice), who can aid you in contacting the District Office.

A person who decides to appeal any decision made at the meeting/hearing/workshop with respect to any matter considered at the meeting/hearing/workshop is advised that person will need a record of the proceedings and that accordingly, the person may need to ensure that a verbatim record of the proceedings is made including the testimony and evidence upon which the appeal is to be based.

SOMERSET COMMUNITY DEVELOPMENT DISTRICT
DISTRICT OFFICE  120 RICHARD JACKSON BLVD., SUITE 220, PANAMA CITY BEACH, FL 32407
http://somersetcdd.org/
November 2, 2020
Board of Supervisors Somerset Community Development District

AGENDA

Dear Board Members:
The regular meeting of the Board of Supervisors’ of the Somerset Community Development District will be held on Monday, November 9, 2020 at 2:00 p.m. (CST) at the Alys Beach office located at 9581 County Highway 30A, Alys Beach, FL 32413 The following is the Tentative Agenda for this meeting:

LANDOWNERS’ MEETING:
CALL TO ORDER
ELECTION OF CHAIRMAN FOR PURPOSE OF CONDUCTING LANDOWNERS’ ELECTION
DETERMINATION OF NUMBER OF VOTING UNITS REPRESENTED
NOMINATIONS FOR POSITIONS OF SUPERVISORS
CASTING OF BALLOTS
TABULATION OF BALLOTS
LANDOWNERS’ QUESTIONS AND COMMENTS
ADJOURNMENT

BOARD OF SUPERVISORS MEETING:
CALL TO ORDER/ROLL CALL
AUDIENCE COMMENTS
BUSINESS ADMINISTRATION
Acceptance of Resignation – Supervisor Eddie Foster	Tab 1
Administration of Oath of Office to Newly Elected Supervisors	Tab 2
Consideration of Resolution 2021-01, Canvassing and Certifying
Election Results	Tab 3
Consideration of Resolution 2021-02, Designating Officers	Tab 4
Consideration of Minutes of the Board of
Supervisors’ Meetings Held on August 10, 2020	Tab 5
Ratification of Operation and Maintenance Expenditures for
July – September 2020	Tab 6
BUSINESS ITEMS
STAFF REPORTS
District Counsel
District Engineer
District Manager
Acceptance of Second Addendum to Professional
District Services Agreement	Tab 7

Somerset Community Development District
November 2, 2020 Tentative Agenda- Page 2

SUPERVISOR REQUESTS
ADJOURNMENT
I look forward to seeing you at the meeting. In the meantime, if you have any questions, please do not hesitate to call me at 850-334-9055.
Sincerely,
Kimberly O’Mera
Kimberly O’Mera District Manager

cc: Tucker Mackie, Hopping Green & Sams, P.A.

Landowner Election

Board of Supervisors’ Meeting

Tab 1

Jaclyn Moreno

Subject:	FW: Somerset CDD - Resignation

From: Eddie Foster <eddiefoster40@yahoo.com> Sent: Thursday, September 10, 2020 4:48 PM  To: Anthony Jeancola <ajeancola@rizzetta.com> Subject: Re: Somerset CDD ‐ Resignation

Anthony,

My position with EBSCO was eliminated on August 31st, 2020, therefore I hereby resign my board membership effective that date. I have completed the Form 1F and recorded it with the Supervisor of Elections in Okaloosa County, Florida on September 3rd, 2020.

Thank you for all you did for us during my tenure on the Somerset CDD Board. Eddie Foster

On Thursday, September 10, 2020, 3:31:19 PM CDT, Anthony Jeancola <ajeancola@rizzetta.com> wrote:

Eddie,

In follow up to our conversation, please send me a reply email indicating you desire to resign and the effective date. Thank you in advance.

Anthony Jeancola

District Manager

Rizzetta & Company 8529 South Park Circle Suite 330
Orlando, Florida 32819

Phone: 407.472.2471

ajeancola@rizzetta.com
1

Tab 2

SOMERSET
COMMUNITY DEVELOPMENT DISTRICT BOARD OF SUPERVISORS
OATH OF OFFICE

I, 	, A CITIZEN OF THE STATE OF FLORIDA AND OF THE UNITED STATES OF AMERICA, AND BEING EMPLOYED BY OR AN OFFICER OF SOMERSET COMMUNITY DEVELOPMENT DISTRICT AND A RECIPIENT OF PUBLIC FUNDS AS SUCH EMPLOYEE OR OFFICER, DO HEREBY SOLEMNLY SWEAR OR AFFIRM THAT I WILL SUPPORT THE CONSTITUTION OF THE UNITED STATES AND OF THE STATE OF FLORIDA.

Board Supervisor
ACKNOWLEDGMENT OF OATH BEING TAKEN STATE OF FLORIDA
COUNTY OF WALTON

The foregoing oath was administered before me by means of ▢ physical  presence
or	▢	online	notarization	this	 		day	of	 	,	2020,	by

personally known to me or has produced

,  who  personally  appeared  before  me,  and  is
as identification,

and is the person described in and who took the aforementioned oath as a Member of the
Board of Supervisors of the Somerset Community Development District and acknowledged to and before me that he/she took said oath for the purposes therein expressed.

(NOTARY SEAL)

Notary Public, State of Florida

Print Name:  	

Commission No.: 	Expires:  	

Tab 3

RESOLUTION 2021-01

A RESOLUTION CANVASSING AND CERTIFYING THE RESULTS OF THE LANDOWNERS’ ELECTION OF SUPERVISORS HELD PURSUANT TO SECTION 190.006(2), FLORIDA STATUTES

WHEREAS, pursuant to Section 190.006, Florida Statutes, a landowners’ meeting is required to be held within 90 days of the District's creation and every two (2) years following the creation of a Community Development District for the purpose of electing Supervisors for the Board of Supervisors of the District; and
WHEREAS, following proper publication of notice thereof, such landowners’ meeting was held on November 9, 2020, at which the below recited persons were duly elected by virtue of the votes cast in their respective favor; and
WHEREAS, the landowners, by means of this Resolution, desire to canvass the votes and declare and certify the results of said election;
NOW, THEREFORE, BE IT RESOLVED BY THE LANDOWNERS AND BOARD OF SUPERVISORS OF THE SOMERSET COMMUNITY DEVELOPMENT DISTRICT;

The following persons are found, certified, and declared to have been duly elected as Supervisors of and for the District, having been elected by the votes cast in their favor as shown, to wit:
(Seat 1)	Votes	 		
(Seat 2)	Votes	 		
(Seat 3)	Votes	 		

In accordance with said statute, and by virtue of the number of votes cast for the respective Supervisors, they are declared to have been elected for the following terms of office:
four (4)-year term four (4)-year term two (2)-year term
Said terms of office shall commence immediately upon the adoption of this Resolution.

PASSED AND ADOPTED this 9th day of November, 2020.

ATTEST:	SOMERSET COMMUNITY DEVELOPMENT DISTRICT

Secretary/Assistant Secretary	Chair/Vice Chair

Tab 4

RESOLUTION 2021-02

A RESOLUTION OF THE BOARD OF SUPERVISORS OF SOMERSET COMMUNITY DEVELOPMENT DISTRICT DESIGNATING THE OFFICERS OF THE DISTRICT AND PROVIDING FOR AN EFFECTIVE DATE.

WHEREAS, Somerset Community Development District (the “District”) is a local unit of special-purpose government created and existing pursuant to Chapter 190, Florida Statutes, being situated entirely within Walton County, Florida; and

WHEREAS, the Board of Supervisors of the District desires to designate the Officers of the District.

NOW, THEREFORE, be it resolved by the Board of Supervisors of Somerset Community Development District:

SECTION 1.	 	 is appointed Chairperson.	
SECTION 2.	 	 is appointed Vice Chairperson.	
SECTION 3.	 	 is appointed Secretary and Treasurer.	
	 	 is appointed Assistant Secretary.	
	 	 is appointed Assistant Secretary.	
	 	 is appointed Assistant Secretary.	
	 	 is appointed Assistant Treasurer.	
	 	 is appointed Assistant Secretary.	
SECTION 4.	This Resolution shall become effective immediately upon its adoption.	

PASSED AND ADOPTED THIS 9TH DAY OF NOVEMBER, 2020.

ATTEST	SOMERSET COMMUNITY DEVELOPMENT DISTRICT

Secretary/Assistant Secretary	Chairperson/Vice Chairperson

Tab 5

SOMERSET COMMUNITY DEVELOPMENT DISTRICT
August 10, 2020 Minutes of Meeting
Page 1

1	MINUTES OF MEETING
2
Each person who decides to appeal any decision made by the Board with respect
to any matter considered at the meeting is advised that the person may need to
ensure that a verbatim record of the proceedings is made, including the testimony
and evidence upon which such appeal is to be based.
7
SOMERSET
COMMUNITY DEVELOPMENT DISTRICT
10
A regular meeting of the Board of Supervisors of the Somerset Community
Development District was held on Monday, August 10, 2020 at 2:07 p.m. CDT by phone
13	teleconference at 1-929-205-6099; Meeting ID 997 8971 1784.
14
15
Present and constituting a quorum:

Andrew O’Connell
John Rosenberg
Eddie Foster
George Hartley
Tonya Pippin
22
Also present were:
Anthony Jeancola
Tucker Mackie

Board Supervisor, Chair Board Supervisor, Vice Chair
Board Supervisor, Assistant Secretary Board Supervisor, Assistant Secretary Board Supervisor, Assistant Secretary

District Manager, Rizzetta & Company, Inc. District Counsel, Hopping Green & Sams, P.A.

Audience	None
27
28
29	FIRST ORDER OF BUSINESS
30

Call to Order

31	Mr. Jeancola called the meeting to order and read the roll call.

32
33	SECOND ORDER OF BUSINESS
34

Audience Comments

35	Mr. Jeancola stated for the record that there were no audience members present.
36
37
38
39
40

SOMERSET COMMUNITY DEVELOPMENT DISTRICT
August 10, 2020 Minutes of Meeting
Page 2

41	
THIRD ORDER OF BUSINESS	
Consideration of the Minutes of the	
42		Board of Supervisors’ Meeting Held	
43		on May 26, 2020.	
44	
On a motion by Mr. Rosenberg, seco Supervisors accepted the Minutes of 2020, for Somerset Community Devel	
nded by Mr. Foster, with all in favor, the Board of the Board of Supervisors’ Meeting Held on May 26, opment District.	
45
FOURTH ORDER OF BUSINESS	Ratification	of	Operation	and
Maintenance   Expenditures   for  May
48	2020 – June 2020
49
Mr. Jeancola reviewed the Operation and Maintenance Expenditures for May and
June. General discussion ensued.
52

On a motion by Mr. O’Connell, seconded by Mr. Hartley, with all in favor, the Board of Supervisors ratified the Operation and Maintenance Expenditures for May 2020 ($18, 532.28), and June 2020 ($134,324.68), for Somerset Community Development District.

53
FIFITH ORDER OF BUSINESS	Public	Hearing	to	Consider	the
Adoption of The Fiscal Year 2020/2021
Final Budget.
57

On a Motion by Mr. O’Connell, seconded by Mr. Foster, with all in favor, the Board of Supervisors agreed to open a Public Hearing to Consider the Adoption of the Fiscal Year 2020/2021 Budget, for the Somerset Community Development District.

58
Mr. Jeancola presented and reviewed the Fiscal Year 2020/2021 Final Budget.
The Board will maintain the current assessment level.
61
On a Motion by Mr. O’Connell, seconded by Mr. Hartley, with all in favor, the Board of	
Supervisors agreed to close the Public Hearing to Consider the Adoption of the Fiscal	
Year 2020/2021 Budget, for the Somerset Community Development District.	
62	
63	
64	

SOMERSET COMMUNITY DEVELOPMENT DISTRICT
August 10, 2020 Minutes of Meeting
Page 3

65	
SIXTH ORDER OF BUSINESS	
Consideration of Resolution 2020-06,	
66		Adopting Fiscal Year 2020/2021 Final	
67		Budget	
68			
69	.
On a Motion by Mr. Hartley, seconde Supervisors, accepted Resolution 20 Budget, for the Somerset Community	
d by Mr. Rosenberg, with all in favor, the Board of 20-06, adopting Fiscal Year 2020/2021 Final Development District.	
70
SEVENTH ORDER OF BUSINESS	Consideration of Resolution 2020-07,
Imposing Special Assessments &
Certifying Assessment Roll
74
75	Mr. Jeancola presented and reviewed Resolution 2020-07 with the board.
76	.

On a Motion by Mr. O’Connell, seconded by Mr. Foster, with all in favor, the Board of Supervisors, accepted Resolution 2020-07, Imposing Special Assessments & Certifying Assessment Roll, for the Somerset Community Development District.

77
EIGHTH ORDER OF BUSINESS	Consideration of Fiscal Year
2020/2021 Direct Collect Agreement
80
Mr. Jeancola presented and reviewed the Fiscal Year 2020/2021 Direct Collect
Agreement
83	.

On a Motion by Mr. O’Connell, seconded by Mr. Hartley, with all in favor, the Board of Supervisors, accepted Fiscal Year 2020/2021 Direct Collect Agreement, for the Somerset Community Development District.

84
NINTH ORDER OF BUSINESS	Consideration of Resolution 2020-08,
Fiscal Year 2020/2021 Annual Meeting
Schedule
88
Mr. Jeancola presented and reviewed Resolution 2020-08 Fiscal Year 2020/2021
Meeting Schedule as follows:
91
	November 09, 2020
	February 08, 2021
94		May 10, 2021
95		August 09, 2021
96
97

SOMERSET COMMUNITY DEVELOPMENT DISTRICT
August 10, 2020 Minutes of Meeting
Page 4

98	
The above referenced meetings will convene at 2:00 p.m. (CDT) at the Alys	
99	Beach office located at 9581 County Highway 30A, Alys Beach, Florida 32413.	
100	 		
’Connell, with all in favor, the Board of Supervisors, accepted Resolution 2020-08, Fiscal	
	Year 2020/2021 Annual Meeting Schedule, for the Somerset Community Development	
	District.	
101
102	TENTH ORDER OF BUSINESS	Ratification of Fiscal Year 2019 Audit
103
Mr. Jeancola presented and reviewed the Fiscal Year 2019 Audit. The audit was
clean with no findings and a copy is on file with the state.
106

On a Motion by Mr. O’Connell, seconded by Mr. Foster, with all in favor, the Board of Supervisors, ratified Fiscal Year 2020/2021 Audit, for the Somerset Community Development District.

107
TENTH ORDER OF BUSINESS	Discussion Regarding Infrastructure
Related Items – Trash
Compactors/Pick up and Pedestrian
Crosswalks
112
Mr. O’Connell discussed pedestrian safety by placing flashing beacons at crosswalks
at 4 intersections (8 lights) and a laser activated flashing beacon to be installed at slip lanes.
This would cost approximately $158,000. Discussion ensued regarding widening slip lanes
and turn radius at intersections. This would be performed in 2 phases with the first phase
being completed at a cost of approximately $420,000 for both phases. Refuse collection
was also discussed. Two trash compactors can be purchased at $225,000 - $250,000 but
does not include all costs. Leasing these could cost $2,000 - $2,500 per month. Leased
compactors tend to have a quicker repair time when needed.
121
TWELVTH ORDER OF BUSINESS	Staff Reports
123
124
A. District Counsel
126
Counsel had no report at this time.
128
B. District Engineer
130
Not present at this time.
132
133

SOMERSET COMMUNITY DEVELOPMENT DISTRICT
August 10, 2020 Minutes of Meeting
Page 5

C. District Manager
135
Mr. Jeancola advised that the next meeting of the Board of Directors will be
November 9, 2020 as per resolution 2020-08.
138
THIRTEENTH ORDER OF BUSINESS	Supervisor Requests

No supervisor requests at this time.

140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175

SOMERSET COMMUNITY DEVELOPMENT DISTRICT
August 10, 2020 Minutes of Meeting
Page 6

FOURTEENTH ORDER OF BUSINESS	Adjournment
177

On a Motion by Mr. O’Connell, seconded by Mr. Hartley, with all in favor, the Board of Supervisors adjourned the meeting at 2:52 pm (CDT), for the Somerset Community Development District.

178		
179		
180		
181	 	_	 		
182	Secretary/Assistant Secretary	Chairman/ Vice Chairman	

Tab 6

SOMERSET COMMUNITY DEVELOPMENT DISTRICT

DISTRICT OFFICE · 120 RICHARD JACKSON BLVD · SUITE 220 · PANAMA CITY BEACH, FL 32407

Operation and Maintenance Expenditures July 2020
For Board Approval

Attached please find the check register listing the Operation and Maintenance expenditures paid from July 1, 2020 through July 31, 2020. This does  not include expenditures previously approved by the Board.

The total items being presented: $54,699.73

Approval of Expenditures:

 	 Chairperson

 	 Vice Chairperson

 	 Assistant Secretary

Somerset Community Development District
Paid Operation & Maintenance Expenditures
July 1, 2020 Through July 31, 2020

Vendor Name		Check Number	Invoice Number		Invoice Description		 Invoice Amount	
ALYS Beach Neighborhood Association	002635	00053120	ALYS Beach Neighborhood	$	9,714.73	

ALYS Beach Neighborhood Association	
002646	
00063020	Association Reimbursement 05/20 ALYS Beach Neighborhood	
$	13,488.12	

Dune Doctors, LLC	
002636	
062520-1	Association Reimbursement 06/20 Phase 3 - Consultation Regarding	
$	1,000.00	

Gatehouse Media, Northwest Florida	
002642	
2029916-0520	Repairs to Scrub Zone 06/20 Legal Ad 05/20	
$	294.15	
Grau & Associates	002641	103119	Audit Confirms FYE 09/30/2019	$	23.00	
Gulf Power Company	002639	21046-33165 07/20	9954 E Cty Hwy 30A Irrigation 07/20	$	433.07	
Gulf Power Company	002639	21080-12465 07/20	9396 E Cty Hwy 30A Irrigation 07/20	$	472.35	
Hopping Green & Sams	002643	115536	General/Monthly Legal Services 05/20	$	722.50	
Innerlight Engineering Corporation	002644	4766	Engineering Services 06/20	$	2,375.00	
Mills Supply	002645	8089	Pump Station Maintenance 07/20	$	200.00	
Newagetutors LLC DBA VGlobalTech	002640	1771	Website ADA Compliance 07/20	$	425.00	
Oldcastle APG South, Inc DBA Coastal	002648	361591337	New Curb Radius 04/20	$	5,231.91	
Oldcastle APG South, Inc DBA Coastal	002648	361591338	New Curb Radius 04/20	$	5,231.91	

Somerset Community Development District
Paid Operation & Maintenance Expenditures
July 1, 2020 Through July 31, 2020

Vendor Name		Check Number	Invoice Number		Invoice Description		 Invoice Amount	
Oldcastle APG South, Inc DBA Coastal	002648	361600485	New Curb Radius 04/20	$	5,231.91	
Oldcastle APG South, Inc DBA Coastal	002648	361600486	New Curb Radius 04/20	$	5,231.91	
Rizzetta & Company, Inc.	002637	INV00000050799	District Management Services 07/20	$	4,524.17	
Rizzetta Technology Services, LLC.	002638	INV0000005942	Website Hosting Services 07/20	$	100.00	

Report Total	$	54,699.73

SOMERSET COMMUNITY DEVELOPMENT DISTRICT

DISTRICT OFFICE · 120 RICHARD JACKSON BLVD · SUITE 220 · PANAMA CITY BEACH, FL 3240

Operation and Maintenance Expenditures August 2020
For Board Approval

Attached please find the check register listing the Operation and Maintenance expenditures paid from August 1, 2020 through August  31, 2020.  This does not include expenditures previously approved by the Board.

The total items being presented: $11,709.97

Approval of Expenditures:

 	 Chairperson

 	 Vice Chairperson

 	 Assistant Secretary

Somerset Community Development District
Paid Operation & Maintenance Expenditures
August 1, 2020 Through August 31, 2020

Vendor Name		Check Number	Invoice Number		Invoice Description		 Invoice Amount	
Dune Doctors, LLC	002658	061720-5	Quarterly Maintenance 06/20	$	3,817.24	
Gatehouse Media, Northwest Florida	002653	2029916-0720	Legal Ad 07/20	$	744.80	
Gulf Power Company	002652	21046-33165 08/20	9954 E Cty Hwy 30A Irrigation 08/20	$	320.68	
Gulf Power Company	002652	21080-12465 08/20	9396 E Cty Hwy 30A Irrigation 08/20	$	503.08	
Hopping Green & Sams	002654	116206	General/Monthly Legal Services 06/20	$	535.00	
Mills Supply	002657	8141	Pump Station Maintenance 08/20	$	200.00	
Murdock Investments, LLC dba Griffin	002655	2168	Re-attach push button & sign 07/20	$	450.00	
Traffic Signals
Newagetutors LLC DBA VGlobalTech	
002651	
1829	
Website ADA Compliance 08/20	
$	425.00	
Rizzetta & Company, Inc.	002649	INV00000051810	District Management Services 08/20	$	4,524.17	
Rizzetta Technology Services, LLC.	002650	INV0000006137	Website Hosting Services 08/20	$	100.00	
The Lake Doctors, Inc.	002656	513777	Monthly Monitoring/Inspection 07/20	$	45.00	
The Lake Doctors, Inc.	002656	520081	Monthly Monitoring/Inspection 08/20	$	45.00	

Report Total				
$	11,709.97	

SOMERSET COMMUNITY DEVELOPMENT DISTRICT

DISTRICT OFFICE · 120 RICHARD JACKSON BLVD · SUITE 220 · PANAMA CITY BEACH, FL 32407

Operation and Maintenance Expenditures September 2020
For Board Approval

Attached please find the check register listing the Operation and Maintenance expenditures paid from September 1, 2020 through September 30, 2020. This does not include expenditures previously approved by the Board.

The total items being presented: $187,380.52

Approval of Expenditures:

 	 Chairperson

 	 Vice Chairperson

 	 Assistant Secretary

Somerset Community Development District Paid Operation & Maintenance Expenditures September 1, 2020 Through September 30, 2020

Vendor Name		Check Number	Invoice Number		Invoice Description		 Invoice Amount	
ALYS Beach Neighborhood Association	002663	00073120	ALYS Beach Neighborhood	$	7,809.35	

Andrew O'Connell	
002671	
AO081020	Association Reimbursement 07/20 Board of Supervisors Meeting 08-10-	
$	200.00	

Anthony Eddie Foster	
002667	
EF081020	20
Board of Supervisors Meeting 08-10-	
$	200.00	

Ebsco Gulf Coast Development, Inc.	
002678	
092120	20
EBSCO Reimbursement for Oldcastle	
$	8,746.99	

Egis Insurance Advisors LLC	
002677	
11452	Invoices 09/20
Property/Gen Liability & PO Insurance	
$	8,438.00	

George Hartley	
002668	
GH081020	FY20-21
Board of Supervisors Meeting 08-10-	
$	200.00	

Gulf Power Company	
002664	
21046-33165 09/20	20
9954 E Cty Hwy 30A Irrigation 09/20	
$	56.74	
Gulf Power Company	002664	21080-12465 09/20	9396 E Cty Hwy 30A Irrigation 09/20	$	465.79	
Hopping Green & Sams	002669	116815	General/Monthly Legal Services 07/20	$	402.50	
House of Blueprints, Inc	002670	20-1943	ALYS-30A Improvements 06/20	$	31.83	
House of Blueprints, Inc	002670	20-694	ALYS-30A Crosswalks 02/20	$	18.19	
House of Blueprints, Inc	002670	20-724	ALYS-Slip Road Widening 02/20	$	21.83	
John Rosenberg	002672	JR081020	Board of Supervisors Meeting 08-10-	$	200.00	
			20		

Somerset Community Development District Paid Operation & Maintenance Expenditures September 1, 2020 Through September 30, 2020

Vendor Name		Check Number	Invoice Number		Invoice Description		 Invoice Amount	
Mills Supply	002676	8184	Pump Station Maintenance 09/20	$	200.00	
Newagetutors LLC DBA VGlobalTech	002666	1883	Website ADA Compliance 09/20	$	425.00	
Pat Shea's Concrete, Inc.	002659	5509	30 A Slip Road Widening 06/20	$	64,650.00	
Pat Shea's Concrete, Inc.	002659	5510	30 A Slip Road Widening 06/20	$	3,800.00	
Rizzetta & Company, Inc.	002660	INV00000052600	District Management Services 09/20	$	4,524.17	
Rizzetta Technology Services, LLC.	002661	INV0000006236	Website Hosting Services 09/20	$	100.00	
Stone Scapes, Inc.	002665	7808	70% of 12/03/2019 proposal	$	55,139.00	

Stone Scapes, Inc.	
002665	
7876	completed
Remaining 30% of 12/03/2019	
$	23,631.00	

Stone Scapes, Inc.	
002662	
7904	proposal completed
Remove/Replace Pavers/Grout & Pipe	
$	3,450.00	

The Lake Doctors, Inc.	
002675	
526355	Installation 08/20
Monthly Monitoring/Inspection 09/20	
$	45.00	
Tonya Johnson Pippin	002673	TP081020	Board of Supervisors Meeting 08-10-	$	200.00	

US Bank	
002674	
5852163	20
Trustee Fees Series 2005 08/01/2020-	
$	4,425.13	
			07/31/2021		
Report Total				$	187,380.52	

Tab 7

SECOND ADDENDUM TO THE CONTRACT FOR
 	PROFESSIONAL DISTRICT SERVICES	

This SECOND Addendum to the Contract for Professional District Services (this “Addendum”), is made and entered into as of the 	, 2020 (the “Effective Date”), by and between Somerset Community Development District, a local unit of special purpose government established pursuant to Chapter 190, Florida Statutes, located in Walton County, Florida (the “District”), and Rizzetta & Company, Inc., a Florida corporation (the “Consultant”).

RECITALS

WHEREAS, the District and the Consultant entered into the Contract for Professional District Services dated October 1st, 2018 (the “Contract”), incorporated by reference herein; and

WHEREAS, the District and the Consultant desire to amend Exhibit B - Schedule of Fees of the Fees and Expenses, section of the Contract as further described in this Addendum; and

WHEREAS, the District and the Consultant each has the authority to execute this Addendum and to perform its obligations and duties hereunder, and each party has satisfied all conditions precedent to the execution of this Addendum so that this Addendum constitutes a legal and binding obligation of each party hereto.

NOW, THEREFORE, based upon good and valuable consideration and the mutual covenants of the parties, the receipt of which and sufficiency of which is hereby acknowledged, the District and the Consultant agree to the changes to amend Exhibit B - Schedule of Fees attached.

The amended Exhibit B - Schedule of Fees are hereby ratified and confirmed.
All other terms and conditions of the Contract remain in full force and effect.

IN WITNESS WHEREOF the undersigned have executed this Addendum as of the Effective Date.

1

Therefore, the Consultant and the District each intend to enter this Addendum, understand the terms set forth herein, and hereby agree to those terms.

ACCEPTED BY:

RIZZETTA & COMPANY, INC.

BY:

PRINTED NAME:	 William J. Rizzetta	 TITLE:	 President	
DATE:	 	

WITNESS:	 	
Signature Print Name
SOMERSET COMMUNITY DEVELOPMENT DISTRICT

BY:		 PRINTED NAME:	 	
TITLE:	 Chairman/Vice Chairman	

DATE:			 ATTEST:

Vice Chairman/Assistant Secretary Board of Supervisors

Print Name
Exhibit B – Schedule of Fees

2

EXHIBIT B
Schedule of Fees

STANDARD ON-GOING SERVICES:

Standard On-Going Services will be billed in advance monthly pursuant to the following schedule:

MONTHLY
ANNUALLY

Management:	$ 2,205.92	$26,471	
Administrative:	$	458.33	$ 5,500	
Accounting:	$ 1,545.00	$18,540	
Financial & Revenue Collections:	$	437.50	$ 5,250	
Assessment Roll (1):		$ 5,250	
Total Standard On-Going Services:	$ 4,646.75	$61,011	

Assessment Roll is paid in one lump-sum payment at the time the roll is completed.

3

ADDITIONAL SERVICES:			
Extended and Continued Meetings	Hourly	$ 180.25	
Special/Additional Meetings	Per Occurrence	Upon Request	
Modifications and Certifications to			
Special Assessment Allocation Report	Per Occurrence	Upon Request	
True-Up Analysis/Report	Per Occurrence	Upon Request	
Re-Financing Analysis	Per Occurrence	Upon Request	
Bond Validation Testimony	Per Occurrence	Upon Request	
Special Assessment Allocation Report	Per Occurrence	Upon Request	
Bond Issue Certifications/Closing Documents	Per Occurrence	Upon Request	
Electronic communications/E-blasts	Per Occurrence	Upon Request	
Special Information Requests	Hourly	Upon Request	
Amendment to District Boundary	Hourly	Upon Request	
Grant Applications	Hourly	Upon Request	
Escrow Agent	Hourly	Upon Request	
Continuing Disclosure/Representative/Agent	Annually	Upon Request	
Community Mailings	Per Occurrence	Upon Request	
Response to Extensive Public			
Records Requests	Hourly	Upon Request	

PUBLIC RECORDS REQUESTS FEES:

Public Records Requests will be billed hourly to the District pursuant to the current
hourly rates shown below:	
JOB TITLE:	HOURLY RATE:	
Senior Manager	$ 54.00	
District Manager	$ 42.00	
Accounting & Finance Staff	$ 29.00	
Administrative Support Staff	$ 25.00	

LITIGATION SUPPORT SERVICES:	Hourly	Upon Request	
ADDITIONAL THIRD-PARTY SERVICES:	
Pre-Payment Collections/Estoppel/Lien Releases:
Lot/ Homeowner	Per Occurrence	
Upon Request	

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Bulk Parcel(s)	Per Occurrence	Upon Request

- Rizzetta & Campany
Professionals in Community Management	rizzetta.com	5